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Release Notes – 1 September 2022

Contents:

  • Admin Releases

    • Broking System Account Import/Transfer Tool
    • Project Management – Checklist Item Notifications

     

    User Releases

    • Lead Conversion Error Fixed
    • Risk Profile – Improved Contemporaneous Notes and Client Risk Analysis

     

 

Admin Releases

1) Broking System Account Import/Transfer Tool

Import Accounts from external Broking Systems via a data load or event call

  • Matches unique Ids for Account, Broker, and Dealer Group fields

 

(2) Project Management – Checklist Item Notifications

Notify field added to Checklist Items to send an email notification to the Checklist Item owner.

 

User Releases


(3) Lead Conversion Error Fixed

An error that was being experienced on lead conversion by users with new profiles has been fixed.

 

(4)  Risk Profile – Improved Contemporaneous Notes and Client Risk Analysis

Notes can be added to each Risk Profile.  Risk analysis algorithm improved.